Manage recurring expenses

Recurring rules reduce repeated entry while keeping variable or sensitive amounts under review.

1. 1

   Create from a representative expense

   Confirm vendor, category, participants, split method, interval, next date, and optional end date.

2. 2

   Choose the cadence

   Use the supported weekly, monthly, quarterly, annual, or configured interval that matches the actual obligation.

3. 3

   Let generation create a pending entry

   Scheduled generation should not silently finalize a charge whose amount or participants may have changed.

4. 4

   Review and confirm

   Update the amount or details, inspect the participant shares, and confirm the pending expense.

5. 5

   End or edit the rule

   Stop the rule when the obligation ends; do not merely void each generated expense indefinitely.